Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND R6) | 1.99% | 7.93% | 3.95% | 0.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND R6) | 08/02/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 7.93 | 3.95 | 0.96 | NA | NA | NA | … | … | 1.99 | 3.46 | 2.67 | 6.22 | -9.47 | 2.47 | 4.11 | 7.31 | 0.94 | 0.85 |
| Sharpe Ratio | NA | 1.49 | 0.22 | -0.36 | NA | NA | NA | … | … | 0.44 | 0.10 | -0.25 | 0.55 | -2.29 | 1.44 | 0.47 | 3.00 | -0.24 | 0.57 |
| Standard Deviation(%) | NA | 3.27 | 4.81 | 4.48 | NA | NA | NA | … | … | 3.63 | 5.83 | 3.88 | 4.70 | 4.77 | 1.70 | 8.20 | 1.94 | 1.86 | 2.24 |
| Draw Down(%) | NA | 3.06 | 6.93 | 14.98 | NA | NA | NA | … | … | 3.06 | 6.09 | 2.82 | 7.62 | 14.59 | 2.08 | 12.27 | 1.51 | 1.73 | 1.25 |
| Yield(%) | 0.00 | 3.43 | 3.38 | 2.72 | 2.58 | 1.72 | 1.29 | … | … | 1.20 | 3.55 | 3.39 | 3.23 | 2.24 | 2.14 | 2.70 | 3.32 | 3.47 | 1.46 |
Data as of 06/04/2026, Common starting date is 08/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND R6) |
-2.82%
Oct 2020 – Oct 2023 |
0.00%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPNCX (MFS NORTH CAROLINA MUNICIPAL BOND FUND R6) |
5.84%
Oct 2022 – Oct 2025 |
1.94%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart